Manage statuses

CPSH comes out of the box with a large number of statuses for all the resources, for example, assets and workflow tasks. You can create, edit, and delete statuses.

Prerequisites

You have a global role with the Product Rights > System administration global permission.

Create a status

Steps

  1. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  2. Click the Operating model tab.
    Operating Model settings are shown.
  3. In the left pane, click Lifecycle.
    A table is shown.
  4. Click Add.
    The Create Status dialog box appears.
  5. In the Name field, enter a name to identify the status, and then click Create.

Edit a status

You can edit the name and the description of a status. The description of a status appears as a tooltip next to the status on asset pages. You can use the description to give more details about the status to other users.

Steps

  1. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  2. Click the Operating model tab.
    Operating Model settings are shown.
  3. In the left pane, click Lifecycle.
    A table is shown.
  4. To edit the name: In the Name column of the status, double-click the current value, edit it, and then click Check icon.
  5. To edit the description:
    1. In the Description column of the status, double-click the current value.
      The Edit cell dialog box appears.
    2. Edit the description, and then click Update.

Delete a status

You can delete a status if it is no longer used by any asset or in any kind of workflow.

Note Certain statuses are managed by CPSH, meaning that they are system-managed and you can't delete them.

Steps

  1. On the main toolbar, click Products icon → Cogwheel icon Settings.
    The Settings page opens.
  2. Click the Operating model tab.
    Operating Model settings are shown.
  3. In the left pane, click Lifecycle.
    A table is shown.
  4. In the row of the status you want to delete, click Delete outline rounded icon.
    The Delete this <relation type> dialog box appears.
  5. On the right of the status you want to delete, click .
    The Delete dialog box appears.
  6. Click Yes.
     The status is deleted.